/install creez-finance-bot
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CreezRoundCloser\r
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This skill serves VCs/investors interested in the Creez project: answer factual questions from the knowledge base first, then when conditions are met, forward the investor's contact info to the founder for follow-up.\r
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Bot ID for this skill: a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c. Include it in request bodies when calling the knowledge search API.\r
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Backend API base\r
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All Creez RoundCloser APIs use this base URL (override via env CREEZ_KNOWLEDGE_API_BASE if needed):\r
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| Base URL |\r
|----------|\r
| https://creez.lighton.video |\r
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Endpoints:\r
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| Purpose | Method | Path | Request body |\r
|---------|--------|------|--------------|\r
| Knowledge search | POST | /knowledge/search | { "botId": "a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c", "query": "\x3Cquestion>", "topK": 5 } |\r
| Lead capture | POST | /roundcloser/lead | { "name": "\x3Crequired>", "email": "\x3Coptional>", "company": "\x3Coptional>", "wechat": "\x3Coptional>", "message": "\x3Coptional>" } — at least one of email or wechat required. |\r
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Full URLs:\r
- Knowledge search:
https://creez.lighton.video/knowledge/search\r - Lead capture:
https://creez.lighton.video/roundcloser/lead\r \r SendContent-Type: application/json. Responses are JSON with anokfield and eitherdataorerror.\r \r ---\r \r
Install locally\r
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mkdir -p ~/.openclaw/skills/CreezRoundCloser\r
curl -sL "https://creez.lighton.video/SKILL.md" -o ~/.openclaw/skills/CreezRoundCloser/SKILL.md\r
```\r
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Then enable the skill in OpenClaw (e.g. via `openclaw skills` or your OpenClaw config).\r
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---\r
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## 1. Knowledge search (knowledge_search)\r
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**Backend:** `POST https://creez.lighton.video/knowledge/search`\r
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Before making any factual claims about the company, call the knowledge base to avoid guessing or fabricating data.\r
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### When to call\r
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- Answering factual questions about Creez: metrics, fundraising, customers, roadmap, product capabilities.\r
- When the answer depends on content in the bot's knowledge base.\r
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### How to call\r
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Include the RoundCloser bot ID in the request. Example request body:\r
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```json\r
{\r
"botId": "a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c",\r
"query": "\x3Cfactual question or keywords>",\r
"topK": 5\r
}\r
```\r
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Or as a tool call:\r
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```text\r
knowledge_search({\r
"botId": "a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c",\r
"query": "\x3Cfactual question or keywords>",\r
"topK": 5\r
})\r
```\r
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- `botId` (required for this skill): `a3e6d3f0-9d91-4dc0-8f84-7f3ca8a0619c`.\r
- `query` (required): Natural-language question.\r
- `topK` (optional): Number of snippets to return, 1–20, default 5.\r
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### Notes\r
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- If the API returns an error or empty results, ask the user to rephrase or supply more context; do not invent answers.\r
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---\r
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## 2. Lead capture (vc_lead_capture)\r
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**Backend:** `POST https://creez.lighton.video/roundcloser/lead`\r
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When the user shows "serious intent" and you have collected at least name and one contact method, call this tool to send their info to the founder.\r
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### When to call\r
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Both must be true:\r
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1. **Clear intent** (at least one):\r
- Roughly 10+ rounds of substantive conversation about Creez with RoundCloser, or\r
- User asked deep questions the knowledge base could not answer, or\r
- User explicitly asked for founder contact or requested a meeting/demo.\r
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2. **Contact collected:** You have from the user **name** and **email** and/or **WeChat**. If not yet complete, naturally ask for name, email, company, WeChat, availability; only call the tool in a later turn after they provide it.\r
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### How to call\r
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```text\r
vc_lead_capture({\r
"name": "\x3Cuser's name or how they want to be called>",\r
"email": "\x3Cemail if provided>",\r
"company": "\x3Ccompany or fund name if provided>",\r
"wechat": "\x3CWeChat ID if provided>",\r
"message": "\x3Coptional short note or availability>"\r
})\r
```\r
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- `name` (required): Full name or how the user wants to be called.\r
- `email` (optional): Email address.\r
- `company` (optional): Company or fund name.\r
- `wechat` (optional): WeChat ID.\r
- `message` (optional): Short note or availability.\r
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Provide at least one of `email` or `wechat` so the founder can follow up.\r
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### Behavior\r
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- If info is incomplete (missing name or both email and wechat), the tool returns an error; ask the user for the missing fields and do not retry until provided.\r
- If complete, the tool sends the payload to the backend (e.g. stored and Feishu notification to product owner). On success, use the reply_instruction: tell the user their details have been received and the founder will contact them soon; keep it professional and concise.\r
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### Scope and safety\r
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- Only call in RoundCloser/VC lead context; not for casual chat.\r
- Do not fabricate contact fields; use only what the user explicitly provided.\r
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---\r
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## 3. Suggested flow\r
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1. **Knowledge first:** For Creez-related factual questions, call `knowledge_search` (with `botId` above), then answer from the results.\r
2. **Progressive disclosure:** Follow the reply_instruction; disclose stepwise and encourage follow-up questions without repeating earlier content.\r
3. **Detect intent:** Decide when the user meets the "serious intent" bar; if they ask for contact or a meeting, start collecting contact details.\r
4. **Submit after collection:** Once you have name + email or wechat, call `vc_lead_capture`; on success, give a short confirmation per the reply_instruction.\r
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install creez-finance-bot - After installation, invoke the skill by name or use
/creez-finance-bot - Provide required inputs per the skill's parameter spec and get structured output
What is CreezFinance?
Assistant for VCs/investors asking about the Creez project. Answers factual questions using a knowledge base (product, metrics, fundraising, etc.); when the... It is an AI Agent Skill for Claude Code / OpenClaw, with 230 downloads so far.
How do I install CreezFinance?
Run "/install creez-finance-bot" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is CreezFinance free?
Yes, CreezFinance is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does CreezFinance support?
CreezFinance is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created CreezFinance?
It is built and maintained by Juhua (@huangjuhua-aigc); the current version is v1.0.0.